Trailhead Planners, LLC
● SEC registered since 2024CRD 284610SEC# 801-129254Edina, MN
Reg. AUM
$188.4M
Employees
4
Accounts
594
Location
Edina, MN
Trailhead Planners, LLC assets under management
Trailhead Planners, LLC operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2024. It reports $188.4 million in regulatory assets under management and employs 4 people.
Trailhead Planners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Elizabeth Ranstrom Control | Managing Member | 25-50% | 2016 |
| Morgan Kent Ranstrom Control | Managing Member | 25-50% | 2016 |
| William Patrick Mulvahill Control | Managing Member, Chief Compliance Officer | 25-50% | 2020 |
Frequently asked questions
How much does Trailhead Planners, LLC manage?
Trailhead Planners, LLC reports $188.4 million in regulatory assets under management on its Form ADV.
How many employees does Trailhead Planners, LLC have?
Trailhead Planners, LLC reports 4 employees.
Where is Trailhead Planners, LLC located?
Trailhead Planners, LLC is based in Edina, MN and has been SEC-registered since 2024.
Does Trailhead Planners, LLC disclose fund performance?
Trailhead Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5151 Edina Industrial Blvd., Suite 200, Edina, MN 55439 |
| Phone | 503-773-9682 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.4M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$188.4Mregulatory AUM
Discretionary $188.4MNon-discretionary $58K